AE Wealth Management’s Nomura Tax-Free USA Short Term ETF STAX Stock Holding History

AE Wealth Management’s Portfolio STAX Stock Details STAX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$129K	Buy	5,068 +435	+9%	+$11.1K	﹤0.01%	1838
2026 Q1	$118K	Buy	+4,633	New	+$119K	﹤0.01%	1748

Other funds holding STAX

Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AE Wealth Management's STAX Position: Q2 2026 in Review

AE Wealth Management increased its Nomura Tax-Free USA Short Term ETF (STAX) stake by 9.4% in Q2 2026, buying an estimated $11.1K and bringing the position to 5,068 shares worth $129K. The position accounts for ﹤0.01% of the portfolio, ranked #1838.

AE Wealth Management first reported a position in STAX in Q1 2026 and has held it in 2 quarters since. 5 funds tracked by Wall St. Rank hold STAX as of Q2 2026.

AE Wealth Management held 5,068 shares of Nomura Tax-Free USA Short Term ETF worth $129K as of Q2 2026.
AE Wealth Management bought 435 Nomura Tax-Free USA Short Term ETF shares in Q2 2026, an estimated $11.1K.
Nomura Tax-Free USA Short Term ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1838 holding.
AE Wealth Management first reported a position in Nomura Tax-Free USA Short Term ETF in Q1 2026 and has held it in 2 quarters since.
5 funds tracked by Wall St. Rank held Nomura Tax-Free USA Short Term ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.